Seminars
Strategies
WealthDrive doesn’t just provide cutting-edge technology, but also time-tested and proven marketing seminars that work.
Seminars
Seminars are the most effective means for obtaining new clients. Our perfected seminar process allows our firm to put your client acquisition in overdrive.
Lead Programs
Gain access to exclusive lead programs, and strategies to pack your seminars with the right prospects.
Overdrive
Benefits
Find opportunities faster
Rely on a firm that can help produce quantity and quality leads for your business
Relevant Material
Seminars have to be relevant and push the hot buttons for prospects. WealthDrive has experienced content developers to achieve this goal.
Quality Leads
Learn how we put highly qualified and actionable bodies in the seats or behind the computer screen that are ready to decide.
Automations
Never miss an opportunity to engage with a prospect ever again. Our intuitive tech stack keeps you in the know and up to date.
Features
Engage and Automate
Referral Excellence
The way our software was constructed was to create an environment where contacts would want to refer their friends & family.
Seminar Success
Our flagship social dinner event marketing solution brings highly targeted prospects and your financial services professionals face-to-face.
Coffee for Closers
Learn the strategies that make the sales professionals using our system the best of the best.
Proposal Generation
Create an environment where proposals are created, logged, and executed from within a single system.
Live Events
Use our solution to create a winning experience that makes it easy for you to hold live events.
Marketing Co-op
Inquire about possible marketing co-op opportunities in your area. Restrictions apply.
Do more in less time
$299
Business Coaching
(3) – 1 hour sessions
Presenting Tactics
Workflow Processes
Registration Tactics
Follow-up Procedures
Developing the "Close"
$4,499
Basic Seminar Marketing
Presentation & Mailer Only
Seminar Presentation
Drip Marketing
Registration Filtering
Speaking Notes
7,500 Piece Mailing
$5,999
Pro Seminar Marketing
Presentation, Mailer, & Venue
Everything in Basic plus:
Location Research
Venue Negotiation
Agenda Setup
Staff Coaching
$9,999
Premier Seminar Marketing
Complete Seminar Concierge
Everything in Pro plus:
2 Night Hotel Stay
Presenter Travel
Seasoned Presenter
Performance Guarantees*
FAQ
Frequently Asked Questions
Do you provide customized marketing?
Yes, our ‘Premier Corporate Plan’ comes with all of our marketing strategies that are time tested and proven.
What is the average return on investment for marketing?
If you aren’t getting $3 for every $1 spent then something is seriously wrong.
Do you have a complete seminar package for sale?
Yes! Learn more Click Here
Do you offer seminar materials & processes?
YES! Our firm has been doing seminars for over 20 years and can help you go to the next level.
What email marketing software do you integrate with currently?
Mailchimp is setup and there are others currently in the works.
Do you offer a free trial?
Unfortunately, we do not offer a free trial of our application. We do offer a demo so that the true power of our application can be viewed.